401(k) · DOL Form 5500 · 2022

Ais Portfolio Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
43rd
Percentile by assets National rank
$184,236
Avg per participant Above avg balance/head
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Official DOL plan name: Ais 401(k) Plan · Sponsored by Ais Portfolio Services, LLC · Texas · Professional & Technical Services

$4M in assets, 19 participants

Ais Portfolio Services, LLC's Ais 401(k) Plan reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,779 in Professional & Technical Services (21,562 peers)

Ais Portfolio Services, LLC multi-year trail

Ais Portfolio Services, LLC's plans moved +55.3% in assets from 2022 to 2024; this filing shows Ais 401(k) Plan at $4M / 19 participants.

#8,779
in Professional & Technical Services (21,562 peers)
+107.7%
assets growth YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ais 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ais 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,500,475 43rd percentile higher than 43% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ais 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ais 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 455328748 · Ais Portfolio Services, LLC PY 2022 · 401(k)

Ais 401(k) Plan · $4M · 19 · 43rd

  • EOY $4M
  • EOY 19
  • EOY 43rd
  • EOY 401(k)
  • EOY near Cc Engage 401(k) Plan
  • EOY ind #8779

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Ais 401(k) Plan in the asset neighbourhood

Ais 401(k) Plan$4MCc Engage 401(k) Plan$4MAnchor Insulation 401(k) Plan$4MNolij Consulting 401(k) Plan$4MButton 401(k) Plan$4M
End-of-year total assets ($M) among Ais 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ais Portfolio Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ais Portfolio Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.25070169048486% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.5M $5.43M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 19 $4M
2023 1 40 $4M
2024 1 40 $5M

Ais Portfolio Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income-$111K
Employer EIN455328748
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ais 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ais 401(k) Plan, Total assets ($B): 0.003500475 · Participants: 19Ais 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ais 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ais 401(k) Plan side-by-side with 3 peers →

Ais 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cc Engage 401(k) Plan in NC ($4M); by covered participants it is Far Properties and Associated Companies 401(k) Plan in PR (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ais 401(k) Plan assets move in 2022? ▼
Ais 401(k) Plan surged - up 107.7% during 2022, from $2M to $4M. Reported net income was -$111K.
How have Ais Portfolio Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ais Portfolio Services, LLC's sponsor-wide assets grew 55.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Ais 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cc Engage 401(k) Plan in NC ($4M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Ais 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Far Properties and Associated Companies 401(k) Plan in PR (19 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455328748.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.